Focusing on wealth protection and the many complex issues that face individuals
and businesses can be an overwhelming task. Susquehanna Wealth Strategies has developed
widespread capabilities to address the issues of risk exposure, asset preservation,
tax planning and business protection.
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Our team of dedicated insurance planning professionals can work with business
owners on:
- Buy/Sell Funding for Continuation Planning
- Key Man Replacement Coverage
- Executive Benefits Planning
- Collateral Assignments
For individuals we address concerns and provide solutions for:
- Wealth Replacement
- Income Replacement
- Liquidity for Estate Needs
- Estate Preservation
- Funding of Irrevocable Trusts
- Gifting
- Multi-Generational Financing Planning
We work with you to identify the areas and assets at risk and provide comprehensive
recommendations and products that can help you reduce your exposure to asset loss.
In addition, you receive the same level of exceptional client service that has been
the hallmark of Susquehanna Wealth Strategies for generations.
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Your financial needs are our highest priority. To meet with a Wealth Strategies
Consultant, or call or visit any of our
Regional Offices.
For a comprehensive review of your personal situation, always consult with a tax
or legal advisor. Neither PRIMEVEST, nor any of its representatives may give
legal or tax advice.
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View PRIMEVEST
Privacy Policy and other
Important Information.
Investment Executives are registered to conduct securities business and licensed
to conduct insurance business in limited states. Response to, or contact with residents
of other states will only be made upon compliance with applicable licensing and
registration requirements. The information in this website is for U.S. residents
only and does not constitute an offer to sell, or a solicitation of an offer to
purchase brokerage services to persons outside of the United States. Securities
and Insurance Products are offered through PRIMEVEST Financial Services, Inc. a
registered broker-dealer, licensed insurance agency, and registered investment adviser,
member
FINRA/ SIPC.
PRIMEVEST is not affiliated with Susquehanna Bancshares, Inc. or its related companies
Securities and Insurance Products Are:
• Not FDIC Insured • May Lose Value • Not Bank
Guaranteed
• Not a Deposit • Not Insured by any Federal Government Entity
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